Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.586 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 48460.85 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 46764.23 Kr¶
PnL: ---------------------------------------> 407.23 Kr¶
DD now: ---------------------------------> -8.772 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-08-10 17:14:28.009128'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| NP3 Fastigheter | 32 | 4.270000 | 5859.200000 | 162.200000 | 2.850000 | 5697.000000 |
| EnQuest PLC | 2351 | -1.510000 | 5835.180000 | 122.180000 | 2.140000 | 5713.000530 |
| Investor B | 27 | 0.770000 | 5810.400000 | 119.400000 | 2.100000 | 5691.000006 |
| Vitec Software Group B | 2 | 1.970000 | 1189.000000 | 102.000000 | 9.380000 | 1087.000000 |
| Lindab International | 35 | 1.380000 | 5677.000000 | 84.000000 | 1.500000 | 5593.000000 |
| Tethys Oil | 109 | 1.450000 | 5891.450000 | -19.550000 | -0.330000 | 5911.000022 |
| AQ Group | 12 | -0.460000 | 5220.000000 | -43.000000 | -0.820000 | 5262.999996 |
| Volvo B | 25 | 0.420000 | 5690.000000 | -53.000000 | -0.920000 | 5743.000000 |
| Volvo A | 24 | 0.090000 | 5592.000000 | -67.000000 | -1.180000 | 5659.000008 |
| TOTAL | 46764.230000 | 407.230000 | -8.77159% | 46357.000562 |
Updated:¶
'2023-08-10 17:14:45.399034'
None
Last optimization/rebalancing:¶
'2023-07-26'
Next optimization/rebalancing:¶
'2023-09-05'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
